Data & Business Intelligence - Templates & Policies

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

ECM Strategy Stakeholder Presentation

This template will assist you in consolidating the outputs of your completed activities throughout the Develop an ECM Strategy and Roadmap blueprint in a professional...

Data Practice and Platform Models

Data practice & platform pre-build pattern templates based on Info-Tech data reference patterns and data platform design best practices.

Data Governance Policy

This policy establishes uniform data governance standards and identifies the shared responsibilities for assuring the integrity of the data and that it efficiently and...

Communications Guide Poster Template

Use this poster as a visual aid to guide users toward the best communication channel for different message types.

Data Platform Design Assessment

Use this template to capture the results of the data platform design assessment.

Reference Architecture Pattern

Use this template to customize your target data platform pattern.

Data Use Case Framework Template

This template takes you through a business needs gathering activity to highlight and create relevant use cases around the organization’s data-related problems and...

Data Governance Planning and Roadmapping Workbook

Use the Data Governance Planning and Roadmapping Workbook to assist with establishing effective data governance practices.
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